Apella Capital, LLC Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$5.1B
Holdings
531
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (531 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 13,914,954 | $550.9M | 10.89% | |
| 2 | VTIVANGUARD INDEX FDS | 688,831 | $230.9M | 4.56% | |
| 3 | DFSDDIMENSIONAL ETF TRUST | 4,509,681 | $216.2M | 4.27% | |
| 4 | DFICDIMENSIONAL ETF TRUST | 4,296,455 | $148.1M | 2.93% | |
| 5 | BSVVANGUARD BD INDEX FDS | 1,661,574 | $130.9M | 2.59% | |
| 6 | BNDVANGUARD BD INDEX FDS | 1,653,788 | $122.5M | 2.42% | |
| 7 | DFCFDIMENSIONAL ETF TRUST | 2,604,385 | $110.8M | 2.19% | |
| 8 | VEAVANGUARD TAX-MANAGED FDS | 1,735,240 | $108.4M | 2.14% | |
| 9 | DFGXDIMENSIONAL ETF TRUST | 1,935,630 | $101.9M | 2.01% | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 1,883,128 | $101.2M | 2.00% | |
| 11 | DUHPDIMENSIONAL ETF TRUST | 2,598,242 | $98.8M | 1.95% | |
| 12 | DFATDIMENSIONAL ETF TRUST | 1,649,140 | $98.2M | 1.94% | |
| 13 | DFUSDIMENSIONAL ETF TRUST | 1,224,259 | $90.8M | 1.79% | |
| 14 | VONEVANGUARD SCOTTSDALE FDS | 285,228 | $88.1M | 1.74% | |
| 15 | AAPLAPPLE INC | 254,471 | $69.2M | 1.37% | |
| 16 | AVEMAMERICAN CENTY ETF TR | 854,577 | $65.8M | 1.30% | |
| 17 | MGCVANGUARD WORLD FD | 241,091 | $60.6M | 1.20% | |
| 18 | SPYSPDR S&P 500 ETF TR | 84,439 | $57.6M | 1.14% | |
| 19 | DFIVDIMENSIONAL ETF TRUST | 1,145,849 | $57.2M | 1.13% | |
| 20 | AVDEAMERICAN CENTY ETF TR | 682,150 | $56.2M | 1.11% | |
| 21 | BNDXVANGUARD CHARLOTTE FDS | 1,083,328 | $52.3M | 1.03% | |
| 22 | MSFTMICROSOFT CORP | 102,628 | $49.6M | 0.98% | |
| 23 | DFEMDIMENSIONAL ETF TRUST | 1,372,117 | $45.4M | 0.90% | |
| 24 | DFLVDIMENSIONAL ETF TRUST | 1,318,903 | $45.1M | 0.89% | |
| 25 | AVDVAMERICAN CENTY ETF TR | 470,399 | $44.2M | 0.87% | |
| 26 | SUBISHARES TR | 411,059 | $43.9M | 0.87% | |
| 27 | VYMVANGUARD WHITEHALL FDS | 289,443 | $41.5M | 0.82% | |
| 28 | DIHPDIMENSIONAL ETF TRUST | 1,280,570 | $40.5M | 0.80% | |
| 29 | VOOVANGUARD INDEX FDS | 64,050 | $40.2M | 0.79% | |
| 30 | AQLTISHARES TR | 447,787 | $40.1M | 0.79% | |
| 31 | ISTBISHARES TR | 814,422 | $39.7M | 0.78% | |
| 32 | VOVANGUARD INDEX FDS | 135,255 | $39.3M | 0.78% | |
| 33 | VTVVANGUARD INDEX FDS | 204,929 | $39.1M | 0.77% | |
| 34 | IUSBISHARES TR | 826,561 | $38.5M | 0.76% | |
| 35 | VOOGVANGUARD ADMIRAL FDS INC | 84,491 | $37.6M | 0.74% | |
| 36 | DFAXDIMENSIONAL ETF TRUST | 1,113,787 | $36.5M | 0.72% | |
| 37 | VBVANGUARD INDEX FDS | 140,905 | $36.3M | 0.72% | |
| 38 | SPABSPDR SERIES TRUST | 1,336,604 | $34.4M | 0.68% | |
| 39 | DFUVDIMENSIONAL ETF TRUST | 738,218 | $34.4M | 0.68% | |
| 40 | VONGVANGUARD SCOTTSDALE FDS | 273,676 | $33.3M | 0.66% | |
| 41 | MTUMISHARES TR | 132,937 | $33.3M | 0.66% | |
| 42 | DFNMDIMENSIONAL ETF TRUST | 681,896 | $32.8M | 0.65% | |
| 43 | VCSHVANGUARD SCOTTSDALE FDS | 394,423 | $31.4M | 0.62% | |
| 44 | VCITVANGUARD SCOTTSDALE FDS | 360,867 | $30.2M | 0.60% | |
| 45 | ESGVVANGUARD WORLD FD | 244,585 | $29.6M | 0.58% | |
| 46 | SPDWSPDR INDEX SHS FDS | 648,230 | $28.8M | 0.57% | |
| 47 | SPHYSPDR SERIES TRUST | 1,181,289 | $28.0M | 0.55% | |
| 48 | IAGGISHARES TR | 520,429 | $26.0M | 0.51% | |
| 49 | IJHISHARES TR | 366,904 | $24.2M | 0.48% | |
| 50 | IWFISHARES TR | 51,155 | $24.2M | 0.48% | |
| 51 | VSSVANGUARD INTL EQUITY INDEX F | 168,745 | $24.2M | 0.48% | |
| 52 | JSCPJ P MORGAN EXCHANGE TRADED F | 462,858 | $22.0M | 0.43% | |
| 53 | NDQINVESCO QQQ TR | 35,719 | $21.9M | 0.43% | |
| 54 | VTEBVANGUARD MUN BD FDS | 434,264 | $21.8M | 0.43% | |
| 55 | EMBISHARES TR | 226,050 | $21.8M | 0.43% | |
| 56 | AVLVAMERICAN CENTY ETF TR | 281,549 | $21.3M | 0.42% | |
| 57 | GOOGALPHABET INC | 65,480 | $20.5M | 0.41% | |
| 58 | VUGVANGUARD INDEX FDS | 41,003 | $20.0M | 0.40% | |
| 59 | VTIPVANGUARD MALVERN FDS | 403,232 | $19.9M | 0.39% | |
| 60 | JEPIJ P MORGAN EXCHANGE TRADED F | 347,881 | $19.9M | 0.39% | |
| 61 | MUBISHARES TR | 181,727 | $19.5M | 0.38% | |
| 62 | AVUSAMERICAN CENTY ETF TR | 173,402 | $19.4M | 0.38% | |
| 63 | NVDANVIDIA CORPORATION | 103,578 | $19.3M | 0.38% | |
| 64 | SPIBSPDR SERIES TRUST | 561,093 | $19.0M | 0.37% | |
| 65 | IBTGISHARES TR | 766,927 | $17.5M | 0.35% | |
| 66 | BBAGJ P MORGAN EXCHANGE TRADED F | 368,751 | $17.1M | 0.34% | |
| 67 | AVUVAMERICAN CENTY ETF TR | 156,177 | $15.9M | 0.31% | |
| 68 | QUALISHARES TR | 79,802 | $15.8M | 0.31% | |
| 69 | VXUSVANGUARD STAR FDS | 202,986 | $15.3M | 0.30% | |
| 70 | IWDISHARES TR | 71,858 | $15.1M | 0.30% | |
| 71 | BIVVANGUARD BD INDEX FDS | 192,483 | $15.0M | 0.30% | |
| 72 | BRK/BBERKSHIRE HATHAWAY INC DEL | 29,240 | $14.7M | 0.29% | |
| 73 | IYY*ISHARES TR | 85,858 | $14.2M | 0.28% | |
| 74 | LQDISHARES TR | 128,579 | $14.2M | 0.28% | |
| 75 | VIGVANGUARD SPECIALIZED FUNDS | 61,809 | $13.6M | 0.27% | |
| 76 | VGSHVANGUARD SCOTTSDALE FDS | 223,174 | $13.1M | 0.26% | |
| 77 | IVWISHARES TR | 105,220 | $13.0M | 0.26% | |
| 78 | VOEVANGUARD INDEX FDS | 72,598 | $12.9M | 0.25% | |
| 79 | VBRVANGUARD INDEX FDS | 60,684 | $12.9M | 0.25% | |
| 80 | DFSUDIMENSIONAL ETF TRUST | 294,691 | $12.8M | 0.25% | |
| 81 | JCPBJ P MORGAN EXCHANGE TRADED F | 262,335 | $12.4M | 0.25% | |
| 82 | IEMGISHARES INC | 179,969 | $12.1M | 0.24% | |
| 83 | GOOGLALPHABET INC | 37,976 | $11.9M | 0.23% | |
| 84 | ESGUISHARES TR | 79,606 | $11.9M | 0.23% | |
| 85 | IMTMISHARES TR | 235,416 | $11.3M | 0.22% | |
| 86 | VSGXVANGUARD WORLD FD | 156,741 | $11.2M | 0.22% | |
| 87 | USMVISHARES TR | 118,822 | $11.2M | 0.22% | |
| 88 | VBILVANGUARD INSTL INDEX FD | 144,294 | $10.9M | 0.22% | |
| 89 | GEMGOLDMAN SACHS ETF TR | 260,903 | $10.9M | 0.21% | |
| 90 | AMZNAMAZON COM INC | 45,356 | $10.5M | 0.21% | |
| 91 | EAGGISHARES TR | 215,782 | $10.3M | 0.20% | |
| 92 | IWVISHARES TR | 26,542 | $10.3M | 0.20% | |
| 93 | FBNDFIDELITY MERRIMACK STR TR | 216,036 | $9.9M | 0.20% | |
| 94 | USTBVICTORY PORTFOLIOS II | 195,167 | $9.9M | 0.20% | |
| 95 | MAMASTERCARD INCORPORATED | 17,371 | $9.9M | 0.20% | |
| 96 | IJRISHARES TR | 81,456 | $9.8M | 0.19% | |
| 97 | IBBISHARES TR | 57,594 | $9.7M | 0.19% | |
| 98 | DFAWDIMENSIONAL ETF TRUST | 127,508 | $9.4M | 0.19% | |
| 99 | DFSIDIMENSIONAL ETF TRUST | 212,458 | $9.1M | 0.18% | |
| 100 | VEUVANGUARD INTL EQUITY INDEX F | 121,875 | $9.0M | 0.18% |
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